Best Chuck Jaffe Podcasts (2024)

1
Chautauqua's Lubchenco: Foreign stocks 'are due to reclaim market leadership' 59:06

17h ago59:06

59:06

David Lubchenco, partner at Chautauqua Capital Management, says that the underperformance of foreign stocks for several years has been so extreme that relative valuations look good and international stocks are poised for a strong run whenever the market's next cycle begins. Lubchenco says that when there is a concentrated market like what investors…

151
XG Capital's Gray: 'The larger correction is looming on the horizon' 59:15

2d ago59:15

59:15

Xander Gray, founder and chief executive officer at XG Capital Strategies, says that a bear market is coming, with a number of potential catalysts contributing to trigger the downturn. He says that while he expects a downturn of up to 30 percent, he does not expect it to take long. Further Gray says that for investors who have not been buying now l…

1
Emerging muni bond woes could signal broader economic problems 1:00:17

3d ago1:00:17

1:00:17

Jeff Timlin, head of municipal strategies at Sage Advisory Services, says that potential problems surfacing in the California and New York municipal bond markets are telegraphing "an economic slowdown nationally," but that investors should not worry about a significant increase in defaults, and should instead find munis becoming increasingly attrac…

1
D.R. Barton Jr. says the market is overbought, but this cycle room to run 58:09

6d ago58:09

58:09

D.R. Barton Jr., Director of Market Research at the Foundation for the Study of Cycles, says the longest cycles suggest that the market is topping out now, but 'near-term overbought doesn't bother me right now.' He is expecting more upside into the election and carrying into 2025 before any downturn is more dramatic than a simple buying opportunity…

1
BCA's Gertken: 'Recession is coming,' investors should de-risk now 58:34

7d ago58:34

58:34

Matt Gertken, chief strategist for global and U.S. political strategy at BCA Research, says investors should be factoring in geopolitics and the upcoming U.S. election now, because current uncertainty could cause a downturn "soon, at any time." But once the election is sorted out, whoever wins — and no matter the policies they pursue — is facing th…

1
Hancock's Roland: This extended cycle is coming around to a traditional ending 1:01:58

8d ago1:01:58

1:01:58

Emily Roland, co-chief investment strategist at John Hancock Investment Management thinks the current protracted economic cycle "will end the same way that almost every cycle has," with high interest rates triggering trouble before rate cuts and a downturn that resets the market and repositions it for growth. Roland is hopeful the economy can avoid…

1
Horizon's Ladner is more concerned about the next six weeks than six months 59:54

10d ago59:54

59:54

Scott Ladner, chief investment officer at Horizon Investments, expects the market to start a new leg up and rally, but he notes that it has to go through a shake up and get to where rate cuts start before that uptick starts in earnest. Ladner notes he is "a whole lot more confident about the next six months than the next six weeks," noting that cur…

1
Wells Fargo's Christopher: First a downturn, then the economy triggers another rally 1:01:34

10d ago1:01:34

1:01:34

Paul Christopher, head of global investment strategy at the Wells Fargo Investment Institute, says the market will take a break of as much as 10 percent, and he is looking for that kind of setback before getting back to being fully invested. That said, he expects the economy to pivot out of slowdown mode and "into a more sustainable growth path, bu…

1
Raymond James' Adam: Summer will be bumpy, but isn't leading to recession 1:02:19

13d ago1:02:19

1:02:19

Larry Adam, chief investment officer at Raymond James, says that summers tend to be more volatile and while the market has been up seven of the last eight summers, those gains have had to overcome significant drawdowns, and he thinks that pattern will repeat with an "overbought" market now. Adam still expects two rate cuts, which should avert a rec…

1
Mission accomplished, Yaruss says it's time for the Fed to cut rates 1:00:20

15d ago1:00:20

1:00:20

Howard Yaruss, professor at New York University and author of "Understandable Economics,” says the Federal Reserve should "consider a small rate cut, as soon as possible," in part because the central bank has done a good job — as measured by certain inflation measures — in at least coming close to its target levels, but also because other central b…

1
Yes, some of the Magnificent Seven remain bargain/value stocks 1:02:15

17d ago1:02:15

1:02:15

Dedicated value investor John Buckingham, editor of The Prudent Speculator and principal portfolio manager at Kovitz Investment Group, says that the long run of the Magnificent Seven has not made it impossible for value investors to hold some of them, noting that while the very hottest don't meet the definition of value, other tech giants like Alph…

1
Why Chuck isn't taking Social Security benefits now (or soon) 58:58

18d ago58:58

58:58

When Chuck turned 62 last week, he became eligible to claim Social Security benefits, and while he always expected to wait as long as possible before collecting, his own health history, his recent marriage and the passing of some friends of similar ages prompted him to revisit the entire Social Security claiming decision, because deciding when to c…

1
Fiduciary Trust's Sanchez: 'The markets are never about seven stocks' 59:35

21d ago59:35

59:35

Ron Sanchez, chief investment officer at Fiduciary Trust Company International, says that as the market settles into long-term grown and moderating inflation, it's a good environment for financial markets to broaden out, where he expects more normal relationships between domestic and international stocks and large-company and small-cap stocks. "The…

1
Tom McIntyre: Obsession over the Fed is 'a complete waste of time' 58:52

22d ago58:52

58:52

Tom McIntyre, president of McIntyre, Freedman & Flynn, says that "this obsession with Fed policy is misplaced," noting that government spending has helped prop up the economy and hidden weakness in the economy. He's concerned about "overall slippage" in the economy; as an investor who factors the news into his investment choices, McIntyre is stayin…

1
Payden's Trevithick: Fed can 'still orchestrate a pretty soft landing' 59:31

23d ago59:31

59:31

Natalie Trevithick, head of investment grade corporate bonds at Payden & Rygel, says that companies prepared for the high-interest rate environment in advance, in ways that have allowed the bond market to avoid the rise in defaults that typically hits during rate hikes, but that also contributed to stronger economic growth, which has allowed inflat…

1
Global X's Helfstein: 'There is no crisis,' so Fed can stay patient 1:00:55

24d ago1:00:55

1:00:55

Scott Helfstein, head of investment strategy at Global X ETFs, says that he has no problem with higher-than-planned inflation levels so long as nominal economic growth is there. "Investors don't really profit off of Federal Reserve changes," he says, "they profit off of growth in the economy, and that's what we should be focused on." Gene Peroni, f…

1
Cerity's Mills: The economy is strong enough to overcome current headwinds 1:00:27

25d ago1:00:27

1:00:27

Karl Mills, partner at Cerity Partners, says that the U.S. economy remains strong, there are some headwinds facing the stock market and that investors should go back to basics — diversifying across borders and industries and looking for investments they will hold long-term. Mills made it clear that he's optimistic for the long term, noting that inv…

Podcasts Worth a Listen

Chuck Jaffe Podcasts

Podcasts Worth a Listen

1
Money Life with Chuck Jaffe

Chuck Jaffe

1
Speaking of Quality

Hank Smith and Haverford Trust

1
Reach for the Stars...and Smile!

Star Miller

1
Chautauqua's Lubchenco: Foreign stocks 'are due to reclaim market leadership' 59:06

151
XG Capital's Gray: 'The larger correction is looming on the horizon' 59:15

1
Emerging muni bond woes could signal broader economic problems 1:00:17

1
D.R. Barton Jr. says the market is overbought, but this cycle room to run 58:09

1
BCA's Gertken: 'Recession is coming,' investors should de-risk now 58:34

1
Hancock's Roland: This extended cycle is coming around to a traditional ending 1:01:58

1
Horizon's Ladner is more concerned about the next six weeks than six months 59:54

1
Wells Fargo's Christopher: First a downturn, then the economy triggers another rally 1:01:34

1
Raymond James' Adam: Summer will be bumpy, but isn't leading to recession 1:02:19

1
Mission accomplished, Yaruss says it's time for the Fed to cut rates 1:00:20

1
Yes, some of the Magnificent Seven remain bargain/value stocks 1:02:15

1
Why Chuck isn't taking Social Security benefits now (or soon) 58:58

1
Fiduciary Trust's Sanchez: 'The markets are never about seven stocks' 59:35

1
Tom McIntyre: Obsession over the Fed is 'a complete waste of time' 58:52

1
Payden's Trevithick: Fed can 'still orchestrate a pretty soft landing' 59:31

1
Global X's Helfstein: 'There is no crisis,' so Fed can stay patient 1:00:55

1
Cerity's Mills: The economy is strong enough to overcome current headwinds 1:00:27

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